Q4 2021 |
374 |
$776M |
+$37.6M |
-$27.5M |
+$10.2M |
SPY, AAPL, MSFT, VYM, DE
|
13F-HR |
1/18/2022, 02:56 PM |
Q3 2021 |
363 |
$702M |
+$15.9M |
-$50.5M |
-$34.6M |
SPY, AAPL, MSFT, VYM, DE
|
13F-HR |
10/12/2021, 08:47 AM |
Q2 2021 |
378 |
$742M |
+$32.4M |
-$57.9M |
-$25.4M |
SPY, AAPL, MSFT, VYM, DE
|
13F-HR |
7/8/2021, 01:01 PM |
Q1 2021 |
375 |
$727M |
+$56.4M |
-$69.1M |
-$12.6M |
SPY, AAPL, MSFT, DE, VYM
|
13F-HR |
4/15/2021, 09:56 AM |
Q4 2020 |
351 |
$688M |
+$52.7M |
-$60.2M |
-$7.5M |
SPY, AAPL, MSFT, VYM, JNJ
|
13F-HR |
1/14/2021, 08:53 AM |
Q3 2020 |
350 |
$639M |
+$68.8M |
-$46.2M |
+$22.6M |
SPY, AAPL, MSFT, JNJ, VYM
|
13F-HR |
10/19/2020, 11:13 AM |
Q2 2020 |
340 |
$612M |
+$60.1M |
-$80.2M |
-$20.1M |
SPY, AAPL, MSFT, VYM, JNJ
|
13F-HR |
8/7/2020, 09:19 AM |
Q1 2020 |
335 |
$547M |
+$36.7M |
-$39.6M |
-$2.94M |
SPY, MSFT, AAPL, VYM, JNJ
|
13F-HR |
4/29/2020, 10:53 AM |
Q4 2019 |
355 |
$737M |
+$47.9M |
-$46.7M |
+$1.2M |
SPY, AAPL, MSFT, IWM, VYM
|
13F-HR |
1/23/2020, 04:28 PM |
Q3 2019 |
365 |
$695M |
+$61.8M |
-$63.6M |
-$1.79M |
SPY, MSFT, AAPL, IWM, VYM
|
13F-HR |
10/17/2019, 09:47 AM |
Q2 2019 |
373 |
$700M |
+$42.7M |
-$66.6M |
-$23.9M |
SPY, MSFT, AAPL, JNJ, VYM
|
13F-HR |
7/23/2019, 02:40 PM |
Q1 2019 |
378 |
$735M |
+$67.4M |
-$64.1M |
+$3.3M |
SPY, AAPL, MSFT, IWM, JNJ
|
13F-HR |
4/29/2019, 03:44 PM |
Q4 2018 |
358 |
$659M |
+$114M |
-$56.4M |
+$57.5M |
SPY, IWM, AAPL, VYM, MSFT
|
13F-HR |
1/16/2019, 11:47 AM |
Q3 2018 |
402 |
$742M |
+$48.4M |
-$39.6M |
+$8.78M |
SPY, AAPL, MSFT, IWM, XOM
|
13F-HR |
10/23/2018, 12:09 PM |
Q2 2018 |
413 |
$705M |
+$66.4M |
-$74.7M |
-$8.34M |
SPY, AAPL, IVW, XOM, MSFT
|
13F-HR |
8/1/2018, 11:50 AM |
Q1 2018 |
421 |
$724M |
+$50M |
-$91.4M |
-$41.4M |
SPY, AAPL, ABBV, JNJ, MSFT
|
13F-HR |
4/25/2018, 02:47 PM |
Q4 2017 |
422 |
$799M |
+$41.9M |
-$82.3M |
-$40.4M |
SPY, AAPL, XOM, ABBV, JNJ
|
13F-HR |
2/2/2018, 09:55 AM |
Q3 2017 |
430 |
$819M |
+$67.3M |
-$63.8M |
+$3.52M |
SPY, AAPL, XOM, IWM, ABBV
|
13F-HR |
10/25/2017, 03:49 PM |
Q2 2017 |
427 |
$810M |
+$79.2M |
-$72.1M |
+$7.11M |
SPY, AAPL, IWM, XOM, JNJ
|
13F-HR |
7/25/2017, 08:36 AM |
Q1 2017 |
438 |
$820M |
+$88.6M |
-$99M |
-$10.4M |
SPY, IWM, AAPL, XOM, IVV
|
13F-HR |
4/26/2017, 03:48 PM |
Q4 2016 |
435 |
$830M |
+$63M |
-$46.1M |
+$16.9M |
SPY, IJH, XOM, IWM, AAPL
|
13F-HR |
1/27/2017, 10:59 AM |
Q3 2016 |
435 |
$803M |
+$92.1M |
-$77.7M |
+$14.5M |
SPY, IJH, XOM, AAPL, JNJ
|
13F-HR |
11/7/2016, 09:37 AM |
Q2 2016 |
436 |
$810M |
+$112M |
-$58.4M |
+$53.7M |
SPY, XOM, IJH, JNJ, AAPL
|
13F-HR |
7/27/2016, 09:13 AM |
Q1 2016 |
407 |
$760M |
+$211M |
-$36.6M |
+$174M |
SPY, AAPL, XOM, GEXXXX, JNJ
|
13F-HR |
4/27/2016, 09:05 AM |
Q4 2015 |
377 |
$597M |
+$62.7M |
-$36.9M |
+$25.8M |
SPY, AAPL, XOM, JNJ, IJH
|
13F-HR |
2/1/2016, 10:32 AM |
Q3 2015 |
398 |
$574M |
+$71.6M |
-$52.4M |
+$19.2M |
SPY, AAPL, IJH, XOM, JNJ
|
13F-HR |
10/30/2015, 11:23 AM |
Q2 2015 |
404 |
$622M |
+$58.5M |
-$46.4M |
+$12.1M |
SPY, AAPL, IJH, XOM, JNJ
|
13F-HR |
7/31/2015, 11:59 AM |
Q1 2015 |
429 |
$644M |
+$72.2M |
-$48.4M |
+$23.8M |
SPY, AAPL, IJH, XOM, JNJ
|
13F-HR |
4/24/2015, 06:34 PM |
Q4 2014 |
415 |
$639M |
+$72.6M |
-$49M |
+$23.6M |
SPY, AAPL, XOM, IJH, IJJ
|
13F-HR |
2/4/2015, 02:22 PM |
Q3 2014 |
408 |
$616M |
+$42.6M |
-$40.4M |
+$2.27M |
AAPL, XOM, SPY, IJJ, JNJ
|
13F-HR |
10/30/2014, 12:36 PM |
Q2 2014 |
429 |
$638M |
+$79M |
-$47.6M |
+$31.4M |
XOM, SPY, AAPL, IJJ, IJH
|
13F-HR |
7/24/2014, 05:25 PM |
Q1 2014 |
404 |
$611M |
+$130M |
-$70.5M |
+$59.1M |
XOM, SPY, IJH, JNJ, EFA
|
13F-HR |
4/17/2014, 11:18 AM |
Q4 2013 |
378 |
$569M |
|
|
|
SPY, XOM, IJH, EFA, AAPL
|
13F-HR |
1/13/2014, 01:51 PM |